Head of Savings Plans Consulting – Hybrid (Mexico)

Marsh Agency; Monterrey, Región Centro; Hybrid; MXN 900,000 - 1,800,000; Full time

Job summary

Marsh Agency seeks a senior leader to head the Savings Plan Consulting practice in Mexico, driving strategy, market positioning, and client value. You will serve as the technical authority on savings funds, navigate regulatory considerations, and propel revenue growth across the country.

You will lead a team of consultants, develop relationships with corporate clients, and work in a hybrid model with in-office days. Advanced English and AMIB familiarity are valued assets.

Qualifications

• Proven experience in savings funds or related financial/benefits consulting.
• Strong business development and consultative sales with corporate clients.
• Solid understanding of regulatory and investment aspects of savings fund solutions.
• Experience leading client relationships and teams.
• Advanced business English is required.
• Willingness to travel within Mexico (≈ once a month).
• AMIB certification desirable or ability to obtain.

Responsibilities

• Lead and grow the Savings Plan Consulting practice in Mexico.
• Serve as the technical authority on savings funds, with understanding of regulatory framework and investment components.
• Drive commercial growth by selling the solution to clients and expanding relationships.
• Build credibility and internal visibility across Marsh as go-to resources for savings fund opportunities.
• Lead and develop a team of consulting professionals with a collaborative, high-performance culture.

Skills

Executive presence

Communication

Relationship-building

Stakeholder management

Advanced business English

Travel within Mexico

AMIB certification desirable

Education

Bachelor’s degree in business, finance, economics, actuarial science, law, or related field

Job description

Marsh Agency seeks a senior leader to head the Savings Plan Consulting practice in Mexico, driving strategy, market positioning, and client value. You will serve as the technical authority on savings funds, navigate regulatory considerations, and propel revenue growth across the country.

You will lead a team of consultants, develop relationships with corporate clients, and work in a hybrid model with in-office days. Advanced English and AMIB familiarity are valued assets.